ferring webportal user manual - print tech

Ferring

Document Portal

User Manual

Updated 2/21/2011 NOTE: This manual is designed to give a description of the process of ordering products through this

site. Not all logos or pictures may be up to date, but all processes are.

Table of Contents User Manual: Ferring Document Portal. ....................................................................... 3

System Requirements. ........................................................................................... 3 Logging into the web portal. ................................................................................... 3 Forgot your password. ........................................................................................... 4 Start Page. .......................................................................................................... 6 Creating orders ..................................................................................................... 8 Shopping Cart. ..................................................................................................... 9 Checkout: Shipping. ............................................................................................ 10 Checkout: Place Order. ........................................................................................ 11 Job Notification. .................................................................................................. 12 Orders. .............................................................................................................. 13 My Profile. ......................................................................................................... 15

FerringWeb Portal: User Manual.

Ferring: Web Portal of 15

User Manual: Ferring Document Portal. The Ferring web portal is designed to facilitate the creation and ordering of Promotional and Literature products.

System Requirements. Use of the web portal requires an active Internet connection (broadband recommended), and any computer running the following:

• Windows: Internet Explorer 7.x or later, Firefox 3.x or later. • Macintosh OSX: Internet Explorer 5.x, Safari 4.x or later

JavaScript must be enabled on any browser viewing the portal. This is the default behavior for most browsers.

Logging into the web portal. All users in the system are required to login to order products. Users login to the document portal at:

• http://www.ferring-hms.com

You will be presented with a user login screen.

Enter your user name and password to enter the site. All users “User Name” is your first initial & last name. All passwords are “password”. Both are lower case.



Please change your password in the “My Profile” page at your first opportunity. NOTE: There are no restrictions on what your password can be. Passwords do not expire, have no minimum or maximum size, and can be used over and over again once they are changed. Check the “Next time log me in automatically” box to bypass the login screen in the future. NOTE: If, at any time, you click the “Logout” link (visible on when you are logged in, not visible above), you will have to re-login. Click the “Login” button to enter the site.

Forgot your password. User passwords cannot be retrieved, as they are stored in an encrypted format. If you have forgotten your password, there is a link on the login page to reset a password. Click the “Forgot Your Password?” link on the login page.

You will be asked to supply the email address that we have for you on file. This will uniquely identify you from all other users in the system. An email notification will be sent to you with a link to a page where you will be able to reset your password.



Click on the link in the email to reset your password (you will simply be asked to supply a new password, twice). This link is only valid for 24 hours. If you do not reply in this time, you will have to begin the reset process again.

Once you have chosen and confirmed your new password, you will be brought directly to the Start page. NOTE: There are no restrictions on what your password can be. It can be of (virtually) any length, it can be something that you have used in the past. Passwords also do not expire. You may have the same password forever if you choose. See the “My Profile” section for instructions on changing your password manually (on your own schedule, when you have not forgotten your current password).



Start Page.

The Start Page is where the ordering process begins.

Products on this site are broken down into categories, as designated by the links on the left side of the screen (“Products”, “Admin”, etc.). The green area near the top of the screen will show messages for all users, as well as for your specific sales group. Also, links to this manual, as well as a “Quick Start” guide can be found in the upper right portion of the site header.



All users will see the same start page, regardless of the sales group they are in. The only distinguishing difference in the start page is the image in the upper left.

• Women’s Health:

• Urology:

• Reproductive Health:

• Orthopaedic:

Click on the “click here” link to begin to create / modify an order.



Creating orders

Here, the user is presented with one screen that will list all of the products available to their sales group. For all sales groups (except “Women’s Health Care”), products are broken down into sub-categories (see the dropdown list above). Change the value of the dropdown list to see only items for that sub-category. If the user already has an item in their shopping cart, the quantity that they already requested will be pre-populated in the “Qty” field for that item in the grid. The user can change this quantity to an allowable amount. For each valid quantity request, that item will be added (qty modified for existing items) to their shopping cart upon the clicking of the “Add Items to Shopping Cart” link, or as the user switches from category to category. Clicking “Return to portal” will bring the user back to the “Start” page, without any changes to the items currently shown on the screen. Items specified categories not currently on the screen will be in your shopping cart. Click your mouse on any of the product images to see a PDF preview of that document.



NOTE: The “Max” per month is a “soft” value. You may order above the stated maximum value, but your order will be flagged for administrative review. During review, the order quantities may be lowered.

Shopping Cart.

Here is where you review the products you have ordered.

NOTE: There may be items in your cart that you did not specifically order. These are “partner items”, and get ordered automatically based on the ordering of other products. If you do not want a particular product at all, you may delete it by clicking the “Delete” link in the far right column of that product’s row. To change product quantities, or to add additional products to your cart, click the “Continue Shopping” button (at the top or bottom of the list).



Checkout: Shipping. Once you have clicked “Proceed to Checkout, there are 2 steps to go through to complete the order.

Shipping information is stored in the “My Profile” page. By default, that information is what appears on the “Shipping” page. If this is not the correct address to use, you may manually change it here. NOTE: Any changes made to an address on this screen will not automatically be updated in your profile. The next time you order product through this website, your “profile” information will appear here. To make permanent changes to shipping / billing info, it needs to be done on the “My Profile” page. Once your shipping address has been verified, click “Continue” to proceed to the final step.



Checkout: Place Order.

On this screen, you are placing your final order. Click “Place Order” to place your order, or “Cancel Checkout” to cancel. You will be notified via email that your order has been placed (no notifications for canceling). The shipping address that this order will go to is listed in bold type at the top of the screen. Please verify that this is correct (it is the same information you just verified on the previous screen). If it is not correct, please click the “click here” link to make changes to the address.



Job Notification. Upon the submission of a job, you will receive an email notification (provided a valid email address has been setup in your profile) that the job has been received.

A second email will be placed when your item(s) ship.



Orders.

The “Orders” screen is where you can see a history of all of your ordered documents.

There can be multiple items (products) on an order. The “Status” column shows the status for the entire order. Detailed information about individual items can be gained through the “Details” link.



Here are the “Details” of an order.



My Profile.

The “My Profile” page allows you to make changes to your default information. This page is unique for each user. Click the “My Profile” link near the top of the site (see above).

• Change Password. Click here to change your password.

Click “Accept” to save your changes, or “Cancel” to abandon changes.

ferring webportal user manual - print tech

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